Trevor Sbrocco is a financial advisor at Eltekon Advisors, LLC. with three years of industry experience. He holds a Series 65 designation and has worked at Eltekon Advisors since 2023. Prior to his advisory role, he was involved with Nutrition 512 in 2021 and has been a student since 2008. Eltekon Advisors provides investment advice and planning to individuals, including high-net-worth clients, as well as employee benefit plans, trusts, and corporate clients. The firm uses a team-based approach to construct customized portfolios that incorporate fundamental and technical analysis, independent research, and a mix of public and private market allocations.

John Resurreccion is a CFP® certificant with 13 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC. He previously worked at Dimensional Fund Advisors for eight years. Parkwoods Wealth Partners serves individuals, including high-net-worth clients, qualified retirement plans, not-for-profit organizations, foundations, and corporations. The firm offers investment management, comprehensive financial planning, retirement plan consulting, and employee financial wellness training, using a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory.

Brian Yacktman is a financial advisor with YCG, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Yacktman Capital Group, LLC since 2007. YCG, LLC provides discretionary portfolio management to individual and institutional clients, including separately managed accounts and an open-end mutual fund. The firm employs a bottom-up, concentrated equity strategy focused on businesses with enduring pricing power and long-term compounding potential, utilizing proprietary fundamental research.

Bianca Aryal is a financial advisor with Maslow Wealth Advisors in Austin, TX, holding the CFP® designation along with Series 65 and Series 63 licenses. She has five years of industry experience, including roles at Durbin Bennett Private Wealth Management (Maslow Wealth), Charles Schwab, and Kms Financial Services Inc. Prior to her financial career, she worked at Garbo A Salon and Spa for four years. Maslow Wealth Advisors provides discretionary and non-discretionary investment advisory services and financial planning to a diverse client base, including high-net-worth individuals, trusts, foundations, and pension plans. The firm employs a top-down investment process centered on documented Investment Policy Statements, combining passive core holdings with active satellite investments, and is notable for its role as a sub-advisor to private and pooled funds.

Robert Emrich III is a financial advisor with Castleview Partners, LLC in Austin, TX, holding a Series 66 designation and 21 years of industry experience. He has been with Castleview Partners since 2017 and previously worked at Manning & Napier Investor Services, Inc. and Acruence Capital, LLC, a firm he founded in 2020. In addition to his advisory role at Castleview, Mr. Emrich serves as Managing Partner of Acruence Capital and acts as a portfolio manager for the Acruence Active Hedge U.S. Equity ETF (XVOL). Castleview Partners is a multi-team advisory firm that provides asset management and tailored investment services to its clients, focusing on creating and managing investment models and portfolios.

Adrian Burczewski is a CFP® professional with four years of industry experience, currently serving at Alpha Capital Management in Austin, TX. He has been with the firm since 2015. Alpha Capital Management advises individuals, trusts, estates, and charitable organizations through discretionary and non-discretionary portfolio management and retirement account services. The firm manages approximately $766 million in assets across about 427 client relationships and employs a six-advisor team. Their investment process integrates quantitative methods and optimization models, emphasizing downside protection and disciplined asset allocation.

Alexandra Bequette is a CFP® professional with eight years of experience in financial advising, currently with Austin Asset since 2018. She previously worked at Triad Financial Advisors and spent five years at the University of Missouri. Austin Asset serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm focuses on discretionary wealth management and comprehensive planning, emphasizing asset allocation through a CFP-led Investment Policy Committee that integrates planning with portfolio construction.

Gerald Mcilhon is a financial advisor with Beck Capital Management LLC in Austin, TX, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Beck Capital Management since 2010. Outside of his advisory role, he is involved in selling life insurance, equity-indexed annuities, long-term care, and fixed annuities through his own LLC. Beck Capital Management LLC is an SEC-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and integrated financial planning. The firm employs a sector-rotation investment approach supported by data-driven research and offers model portfolios across various risk profiles that include a diverse range of securities and private investments.

William Gregory IV is a financial advisor at Beck Capital Management LLC in Austin, TX, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beck Capital Management since 2009. Beck Capital Management is an SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary asset management and integrated financial planning using a sector-rotation approach and macroeconomic research, managing portfolios across defined risk profiles with a range of investment instruments.

Lindsay Thorstenson is a financial advisor at Black Barn Financial, LLC in Austin, TX, with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cary Street Partners LLC, Charles Schwab & Co., Inc., the Internal Revenue Service, and the Austin Police Department. Black Barn Financial is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages portfolios using a combination of fundamental and technical analysis and incorporates ESG preferences, offering discretionary asset management alongside financial planning and consulting services.

Lisa Stroud is a financial advisor at Century Management Financial Advisors with 22 years of industry experience. She has held roles at Van Den Berg Management I, Inc., operating as Century Management, since 2002. She holds Series 63 and Series 65 designations. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers tailored investment strategies across defined risk profiles using mutual funds, ETFs, stocks, and bonds.

Gabrielle Hebert is a financial advisor at Alpha Capital Management in Austin, TX, holding a Series 65 designation with one year of industry experience. She joined the firm in 2023 after completing ten years as a student. Alpha Capital Management serves individuals, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management and retirement account services. The firm employs a quantitative, optimization-driven investment process focused on downside protection and disciplined asset allocation, managing approximately $766 million across 427 client relationships with a six-advisor team.

John Toungate is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Austin Wealth Management, LLC since 2019 and previously worked at UBS Financial Services for five years. Austin Wealth Management is a registered investment adviser serving individuals, trusts, estates, and small businesses with retirement plan advisory services. The firm employs an investment approach that combines academic research, systematic low-cost diversified portfolios, in-house fundamental analysis, and modern portfolio theory, offering both comprehensive financial planning and discretionary investment management.

Ryan Leggett is a financial advisor at Oxbow Advisors, LLC in Austin, TX, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Merrill and Bank of America, as well as work at Texas A&M University and Texas A&M Agrilife Extension. Oxbow Advisors is a registered investment adviser serving individual and high-net-worth clients, pension plans, trusts, foundations, and corporations. The firm offers discretionary portfolio management, financial planning, corporate retirement consulting, sub-advisory services, and educational seminars, using a combination of fundamental, technical, and cyclical analysis to tailor investment strategies to client needs.

Shirley Sanchez is a CFP® professional with three years of experience in financial advising, currently serving at Pioneer Wealth Management Group since 2021. Prior to her advisory role, she worked at The University of Texas at Austin for six years. Pioneer Wealth Management Group offers financial planning and discretionary portfolio management to individuals, trusts, estates, and small businesses, with services that include modular and comprehensive planning, ongoing asset management, and pension consulting. The firm employs long-term, globally diversified portfolios primarily using ETFs and mutual funds, and provides multiple engagement models including subscription advisory services and workplace retirement plan consulting.

Jason Bonn is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Woodmont Investment Counsel, LLC since 2022 and previously was affiliated with Lincoln Financial Securities, Chisholm Trail Financial Group, Waddell & Reed, and Bank of America. He is based in Austin, TX. Woodmont Investment Counsel provides discretionary investment management and advisory services primarily to high-net-worth individuals, trusts, estates, charitable organizations, retirement plans, and business entities. The firm constructs tailored investment strategies with diversified allocations across equities, fixed income, and alternative investments, managing approximately $2.01 billion as of December 31, 2025.

Dustin Millard is a CFP® with 22 years of experience in the financial services industry. He is currently affiliated with Alongside, LLC and Oakwood Capital Securities, Inc., and previously worked at Schwab Private Client Investment Advisor, Inc. and Commonwealth Financial Network. Millard is a co-owner of VM Wealth Partners, LLC, a private entity involved in securities, advisory, and insurance businesses. Alongside, LLC is an SEC-registered advisory firm managing approximately $878.6 million for over 2,100 client relationships through an 18-advisor team. The firm provides financial planning, investment management, retirement-plan consulting, and fractional family office services, utilizing diversified, long-term asset allocation supported by a mix of analytical approaches and proprietary portfolios.

Jessica Forrest is a CFP® professional with 20 years of experience in financial advising. She has worked at Austin Asset since 2020 and previously held roles at Coyle Capital, LLC, SGH Management Company LLC, and Alpha Capital Management. In addition to her advisory work, she serves as an investment officer at SGH Management Company, a family office, where she is involved in due diligence and operations. Austin Asset provides discretionary wealth management and comprehensive planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes asset allocation as the key factor in portfolio risk and return, supported by a CFP-led Investment Policy Committee that integrates planning with portfolio construction using primarily institutional share-class funds.

Kenneth Gamble is a financial advisor at Partners Capital, LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Smile Power Orthodontics for seven years. He is a co-member of 1000 YVR, LLC, an entity owning an owner-occupied building housing his spouse’s orthodontic practice. Partners Capital, LLC provides portfolio management and advisory services to individuals, high-net-worth clients, and pooled investment vehicles. The firm offers both ongoing portfolio management and financial planning alongside sponsorship and management of a private fund focused on opportunistic credit and equity strategies emphasizing liquid investments.

Michael Clouse is a financial advisor with D.H. Hill Advisors, Inc. in Austin, TX, holding a Series 63 designation and 32 years of industry experience. He has worked with D.H. Hill Securities, LLLP and D.H. Hill Advisors, Inc. since 2009 and has been a self-employed insurance agent since 1992. Outside of advisory services, he is involved in insurance sales and distribution of nutritional products. D.H. Hill Advisors provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management and employs a variety of investment approaches such as tactical asset allocation, active and passive strategies, and tax-management techniques.